Retirement Consultant – Virtual
Location
Canada
Posted
1 day ago
Salary
$60K - $97K / year
Seniority
Senior
Job Description
Retirement Consultant – Virtual
Sun Life
• Build meaningful relationships with Group Retirement Savings plan members through proactive outreach • Guide clients through retirement planning conversations, helping them understand their options and feel confident in their decisions • Provide personalized financial advice aligned to each client’s goals, life stage, and needs • Simplifying complex financial choices • Continuously learn, keeping up to date on products, tools, and industry trends
Job Requirements
- Minimum of 1-3 years of related sales experience in the financial services industry is preferred.
- Valid and active Life Insurance License (LLQP)
- Experience in sales or financial services is an asset, but not required.
- A natural ability to listen, understand, and guide others
- Strong communication and relationship-building skills
Benefits
- Medical, dental, life, critical illness and disability insurance
- Robust defined contribution pension plan
- Matching Stock Ownership and Savings Programs
- Tuition assistance and Licensing fees covered
- Paid sabbatical leave every 5-year milestone anniversary
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